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Is Your Family Office Set Up for Long-Term Success? In the latest Family Office List MasterClass, Danielle Patterson and Joshua Kanter, CEO of leafplanner, share insightful recommendations for UHNW families to manage wealth, plan for the future, and maintain alignment across generations. What was covered: ?? Family Offices Beyond Wealth Management: It’s about governance, risk management, and long-term planning. ?? Risks Families Face: Misalignment, lack of succession planning, and strategies to avoid these pitfalls. ?? The Power of Family Meetings: Regular meetings help build transparency and ensure everyone is on the same page. ?? leafplanner: Josh discusses how creating a Family Owner’s Manual helped his family define values, governance, and succession plans. The leafplanner platform helps families create their own Family Owner’s Manual, organizing both financial and non-financial information to ensure smooth transitions across generations. Listen to the whole Masterclass, below! ?? #FamilyOffice #SuccessionPlanning #FamilyBusiness #GenerationalWealth #FamilyGovernance

HNW families and family offices face unique challenges in managing their wealth. Learn about six essential technology solution categories that can transform family offices and empower families. From advanced wealth management tools to family governance, discover how these areas of focus can enhance decision-making and safeguard your legacy. ?? Read more below ?? #FamilyWealth #WealthManagement #FamilyOffice #Innovation

Family offices are becoming more proactive about navigating the complexities of wealth and legacy management. Family Office Exchange posted an article that explains how creating a Family Owner’s Manual using leafplanner is critical to generational success, capturing the family’s ‘what,’ ‘where,’ ‘how,’ and ‘why.’ Some benefits include: ?? Centralized Information: Quick access for informed decision-making. ?? Empowerment: Preparing family members to fulfill roles and uphold the family legacy with purpose. ?? Risk Management: Identifying blind spots and mitigating challenges. ?? Transition Planning: Supporting smooth generational changes. As we manage wealth and legacy, clarity and continuity are essential. Read more below to learn about how leafplanner can benefit your family ??

At NewEdge Wealth, we believe that entrepreneurs need more than just a financial plan—they need a comprehensive wealth strategy to thrive in the long term. In the latest episode of Onward, Managing Director Karen Glassman sits down with Joshua Kanter, CEO of leafplanner, to dive deep into his experience running a family office and the importance of strategic wealth management. Gain key insights on how to approach wealth planning with an entrepreneurial mindset. Watch episode 7: https://lnkd.in/eUbtZ8n3 #NewEdgeWealth #Onward

What does it really take to run a family office? Our CEO, Joshua Kanter, recently joined Ghislain Gouraige and Karen Glassman from NewEdge Wealth on the latest episode of their Onward Podcast! In this insightful episode, Josh delved deep into the world of family offices, sharing his expertise on how these entities go beyond just managing investments. He discussed the intricate balance of financial management, family governance, and long-term strategic planning that defines a successful family office. Tune in to this engaging episode below to gain a deeper understanding of family offices and see how leafplanner can transform your approach to generational wealth management. ? #FamilyOffice #WealthManagement #leafplanner #Podcast #GenerationalWealth #Legacy

Families often focus on the “what” and “how,” but what about the “why”? Discover the deeper motivations guiding your financial and non-financial decisions with the free leafplanner EQ Assessment. This assessment helps family leaders: ? Clarify Core Values: What drives your family’s mission and vision? ? Define Your Legacy: How do you want future generations to remember your impact? ? Align Financial Strategies: Are your assets and investments reflecting your family’s goals? ? Optimize Estate and Insurance Planning: Do your plans align with your family’s values? Read more and download the free assessment below ?

Are you managing or advising a complex family-owned enterprise? This comes with its own unique set of challenges. From multi-generational dynamics and extensive trust structures to operating businesses and philanthropic efforts, the complexity can be overwhelming. What does this mean for your family? How can you adapt to effectively manage and preserve wealth? Our latest blog post dives deep into: ? Indicators of complexity in the family enterprise ? Key considerations for wealth preservation ? Practical strategies for successful management ? The role of leafplanner in navigating this complexity Read the full article below ? #FamilyEnterprise #EstatePlanning #GenerationalWealth #Philanthropy #BusinessSuccession #leafplanner #FamilyLegacy #WealthManagement #HighNetWorth

?? Time is running out to register for the 2024 Family Office Exchange Technology Showcase! ?? Don’t miss out on this opportunity to network with leaders in the family office space, and stay ahead in family office technology. We look forward to seeing everyone and showcasing leafplanner in New Orleans on September 10th-12th! Reach out if you’re attending so we can find a time to meet during the event! Learn more and register below to join us ?

We are thrilled to announce that leafplanner has achieved two major milestones in our commitment to data security: we are now SOC 2 Type II and ISO 27001:2022 certified! ?? At leafplanner, safeguarding our clients’ information is our top priority. These globally recognized certifications underscore our dedication to the highest standards of security, confidentiality, and risk management. Thanks to Prescient Security and Atlas One Security for their support! For more information on our ISO and SOC 2 certifications, read the article below!

How can embracing both legacy and innovation create new opportunities in family office management? In this Family Office Principals Podcast episode, host Scott D. Saslow, Founder of ONE WORLD Investments, sits down with Joshua Kanter, the Founder & CEO of leafplanner. Josh shares his remarkable journey and the pivotal steps he has taken to honor and continue his father Burt Kanter's legacy. leafplanner is revolutionizing the landscape of family office management with a focus on holistic planning and transparent communication. Josh emphasizes that a holistic perspective is crucial for addressing the complexities of family enterprises and ensuring effective succession and informed decision-making. Don't miss out on this insightful conversation! Listen to the new episode below ? #FamilyOffice #Legacy #Wealthtech